Lara started her career in Financial Services in 2014 and has since completed her Diploma in Regulated Financial Planning. She joined Berry & Oak in April 2017 as a Paraplanner and enjoys working on strategic financial planning solutions that are centered on client goals.

Lara plays for the Hull Thunder Volleyball Club who compete in both the Yorkshire and National Leagues. She recently moved to Boston Spa into a flat with no TV or settee, but is fully kitted with a guitar, a piano and electronic drums!

What do you like about working at Berry & Oak?
It’s a client-focused business which puts the clients at the forefront, but there is also a culture of valuing the people working here. Apart from that, we never go more than a week without having cake in the office which is a big plus.

What does the day in the life of a Paraplanner  look like ?
There isn’t a typical day in the office as a Paraplanner – I could be working on Truth, our cashflow software and building cash flow plans for our clients, preparing Suitability Reports, conducting research on products or sitting on meetings. I also work closely with Andrew and Sarah to develop holistic financial plans for clients.

What are your top three life highlights so far?
1. Travelling around Asia and the Philippines for 5 months and being able to reconnect with my family and my roots
2. Camping out in the Sahara
3. Being able to treat my parents to French Open tickets and a holiday in Paris – my mum is OBSESSED with Rafael Nadal

What is an ability you wish you had?
To be able to jump really high so I can go up against the tall ladies at volleyball.

What’s currently top of your bucket list?
My top three life highlights were all on my bucket list and now that I’ve ticked them off, I think I’m ready to start thinking about buying my first property.

Which song gets you on the dancefloor?
Hold My Hand by Jess Glynne.

What’s the one talent you have, that people would be surprised to know about you?
I play drums.

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If you’ve been wondering what you need to do next with your financial planning, or want to know more about getting the most out of your finances for retirement planning, investing or estate planning, please talk to us.

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